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How to start from your trade’s line items

The generator knows 46 trades and professions. Pick yours and it fills a few typical lines, so you edit instead of typing from nothing.

What you need

Steps

Open the invoice generator.
Open Pick your trade and choose yours. For a plumber the page fills four lines, such as “Emergency call-out and first hour” and “Labor (per additional hour)”.
Change the quantities and rates to your own. The starting prices are placeholders.
To add one more typical line, select Add from Plumber presets under the table. The button names your trade. A list titled “Add a line for Plumber” opens with items such as Service call-out, Labor and Fixtures installed, each with a price and unit.
Select a preset to add it as a new line.
Select Add and save your own line item at the bottom of the list to keep a line you use often. Your saved lines are stored in your browser, one set per trade.

What you should see

The table fills with your trade’s lines, ready to edit.

The quote generator works the same way. Its button reads, for example, Add a line from the roofer presets.

My saved lines are gone.
They live in the browser where you saved them, one set per trade. Another browser or device starts empty.
I do not see my trade.
Pick the closest match, then rename the lines.